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SSFRX vs VTSAX
SSFRX vs VTSAX Comparison
Open Charts SSFRX vs VTSAX
State Street Equity 500 Index R
Price$504.84
Change-$8.51 (-1.66%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SSFRX vs VTSAX Comparison Chart in %
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SSFRX vs. VTSAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSFRX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SSFRX (13.2B). VTSAX pays higher dividends than SSFRX: VTSAX (1.11) vs SSFRX (0.84). SSFRX was incepted earlier than VTSAX: SSFRX (20 years) vs VTSAX (25 years). SSFRX (0.70) is less costly to investors than VTSAX (0.04). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SSFRX: VTSAX (3000) vs SSFRX (25000000). SSFRX annual gain was more profitable for investors over the last year : 15.21 vs. VTSAX (11.52). SSFRX return over 5 years is better than : 93.06 vs. VTSAX (80.80).
| SSFRX | VTSAX | SSFRX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 17.078 | 13.952 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 2.05T | 1% |
| Annual Yield % from dividends | 0.84 | 1.11 | 76% |
| Returns for 1 year | 15.21 | 11.52 | 132% |
| Returns for 3 years | 73.39 | 66.89 | 110% |
| Returns for 5 years | 93.06 | 80.80 | 115% |
| Returns for 10 years | 227.95 | 225.71 | 101% |
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